Home and business money in one view.
Sort spend, receipts, Xero, commitments, documents, and decisions.
Operator brief
What changed, what matters, what decision comes next.
Today
Income
$13.1k
Committed
$8.7k
Variable
$4.4k
Buffer
$55k
Money map
Home is stable but variable spend is pushing into watch territory. Business context needs source clean-up.
Home74%
Business61%
Future42%
Operator method
The method sits below the live queue. Sources, decisions, and commitments stay first.
Source inbox
Every PDF, export, email, receipt, and note lands in one evidence queue before it becomes a number.
Personal/business firewall
Salary, director loans, reimbursements, and business-paid personal items are separated on purpose.
Advisor packet
Turn the current state into a clean brief with questions, assumptions, source files, and privacy history.